Codex Prepare a Customer QBR with Adoption and Outcome Evidence
Summarize customer goals, adoption, support events, and outstanding commitments in a reviewable quarterly pack.
中文Install in Codex
Use shareable customer goals, prior commitments, and current-quarter summaries. The exercise uses fictional data.
- Copy the pinned `skills/codexkit-cx-qbr-preparer/` directory into `.agents/skills/codexkit-cx-qbr-preparer/` in the project.
- Give Codex the audience, meeting purpose, and available metrics, and have it compare prior commitments first.
Example task
A fictional knowledge base targeted four teams. Three are active and two completed training. Draft a QBR and a joint plan for next quarter.What to check
The pack maps evidence to customer goals, shows remaining work, and gives metric definitions and review dates.
Original SKILL.md on GitHub · Updated
Frequently asked question
Can usage counts be converted directly to ROI?
Use cost, savings, or benefit evidence for ROI. If that evidence is missing, report adoption and specify what needs measuring.